Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,648
shares
|
$265,654
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
6,436
shares
|
$257,182
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,425
shares
|
$256,743
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
6,263
shares
|
$250,269
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
6,178
shares
|
$246,872
0.08% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
6,054
shares
|
$241,917
0.01% of portfolio
|
Q3 2025
Added 682.17%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
6,035
shares
|
$241,158
0.01% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
5,705
shares
|
$227,971
0.07% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,607
shares
|
$224,055
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
5,560
shares
|
$222,177
0.08% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,541
shares
|
$221,418
0.0% of portfolio
|
Q3 2025
Reduced 64.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,450
shares
|
$217,782
0.02% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,250
shares
|
$209,790
0.15% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,136
shares
|
$205,234
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,120
shares
|
$204,595
0.0% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,075
shares
|
$202,797
0.01% of portfolio
|
Q3 2025
Added 167.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,058
shares
|
$202,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,542
shares
|
$181,498
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,508
shares
|
$180,139
0.0% of portfolio
|
Q3 2025
Reduced 23.15%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,159
shares
|
$166,193
0.05% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,082
shares
|
$163,116
0.0% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
3,877
shares
|
$154,924
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
3,836
shares
|
$153,286
0.13% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,749
shares
|
$149,810
0.0% of portfolio
|
Q3 2025
Reduced 45.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,556
shares
|
$142,097
0.0% of portfolio
|
Q3 2025
Added 145.24%
|
|